Services

We listen. Answer your questions. Keep you informed. Make sure you understand your plan. Plus you'll work directly with an enrolled actuary who understands the whys of benefit planning, not just the hows.

401(k) Plans

If you’ve considered establishing a 401(k) plan for your company but didn’t know where to start, have no fear – we can help.

Defined Benefit Plans

ESOP Plans

An ESOP is a retirement plan that provides a company’s workers with an ownership interest in the company. With an ESOP, companies provide employees with stock ownership, typically at no cost to the employees.

Profit Sharing Plans

Always custom-fit to your specific needs, contributions to a profit-sharing plan are discretionary, you don’t need profits in order to make contributions, and there is no set amount that must be contributed.

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Clients Say

"Julia was hired as the actuary responsible for the design of a cash balance pension plan for our construction company after my brother's ex-wife got all of the proceeds in his defined contribution retirement plan as part of the divorce settlement. Since he was already in his mid-sixties at the time, it was apparent that the contributions which the company could make to his account in our existing profit sharing plan would not be sufficient to meet his retirement needs before he reached retirement age. The plan which Julia designed provided a way to substantially meet his retirement needs in the years that he had remaining to work. Julia had a solid grasp of our needs, was very thorough in her work, and provided what was an excellent solution to our problem at what I feel was a very cost effective price.”